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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,491 | $105,861-92.0% | $90,756-90.6% | $134,509-93.7% |
| Participation rate | 0.0% | 78.2%-78.2pp | 75.7%-75.7pp | 81.2%-81.2pp |
| Annual return | -20.22% | -10.99%-9.2pp | -12.16%-8.1pp | 418.13%-438.4pp |
| Employer contribution / active EE | $5,322 | $3,463+53.7% | $2,922+82.2% | $4,741+12.3% |
| Participant deferral / active EE | $14,082 | $5,217+169.9% | $4,565+208.5% | $6,400+120.0% |
| Admin fee / account holder | $9,594 | $13,938-31.2% | $8,445+13.6% | $11,427-16.0% |